RENAISSANCE INVESTMENT GROUP, LLC

RIASEC RegisteredEst. 2010
Total AUM
$726M
Discretionary
$707M
97% of AUM
Avg account
$1.2M
Accounts
595
Employees
9
Advisory reps
7

Firm details

Headquarters
LENOX, Massachusetts
CRD number
153679
Registered since
April 26, 2010
Website
rigllc.com
Custodians
NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM
Client types
  • HNWI75.46%
  • Individuals14.04%
  • Charitable Organizations6.01%
  • Banking / Thrift Institutions3.69%
  • Pension & Profit Sharing Plans0.45%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Renaissance Investment Group, LLC is an SEC-registered adviser that structures client portfolios primarily around equities while incorporating ESG considerations into the investment process. The firm serves both individual and family clients as well as institutional and business accounts, delivering portfolio management and financial planning services. Compensation is fee-based, calculated as a percentage of assets under management. Investment activity tilts toward exchange-traded equities and concentrated public positions: the firm’s filings show a compact set of reportable holdings with a few large positions (Alphabet Inc. is the largest). Renaissance also leverages external managers and sponsors pooled vehicles, and it maintains industry relationships across broker-dealers, banks, trust companies and accounting partners to support custody, execution and product access.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, US Government Bonds 16%, Cash & Cash Equivalents 5%, Investment Grade Corp Bonds 2%, State & Local Bonds 1%, Public Funds/Mutual Funds 1%75%
  • Exchange Traded Equities75%
  • US Government Bonds16%
  • Cash & Cash Equivalents5%
  • Investment Grade Corp Bonds2%
  • State & Local Bonds1%

Owners & executives

3 of 3
  • PAULA HILCHEY

    Chief Compliance OfficerCRD 6297609

  • TREVOR FORBES

    President and Chief Investment OfficerCRD 5994373

  • Christopher Silipigno

    CEOCRD 6931956

Contacts

3 of 4
  • Jeremy Lundquist

    Junior Portfolio ManagerCRD 7876522

  • THOMAS MALINOWSKI

    Financial Advisor and Managing DirectorCRD 1488636

  • LORI KILLEEN

    Client Relations ExecutiveCRD 6772993

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 3

Active vs passive

$3.5M in ETFs

Passive

100%

$3.5M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$2.4M3,67268.94%

Location

Primary office

LENOX, MA

BERKSHIRE

Location

LENOX, MA

Headquartered in LENOX, MA, in the Northeast of the United States.

Region
Northeast
County
BERKSHIRE
Address
45 Walker St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth